-49.3%
SOUN vs CAVA
-7.9%
-41.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.4% |
| 7D | -5.2% | -9.2% | +4.0% | -2.5% |
| 30D | +4.8% | -8.2% | +13.0% | +7.0% |
| 3M | -15.9% | -15.3% | -0.5% | -13.3% |
| 6M | -17.4% | -23.6% | +6.2% | -12.0% |
| YTD | -32.4% | +3.5% | -35.9% | -37.6% |
| 1Y | -49.3% | -7.9% | -41.4% | -44.2% |
| All | -49.3% | -7.9% | -41.3% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CAVA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling